Denise plays an integral role in the maintenance of our clients’ investment accounts and prepares daily status reports for the CTS Investment Committee. She also helps coordinate and supervise compliance activities and license renewals required by the SEC.
Prior to joining CTS in 2004, Denise spent 22 years as an Executive Assistant for a competing Registered Investment Advisory firm their loss is our gain. She functions as a conduit between CTS and our clients as well as the financial institutions with which we do business.
Outside the office, Denise enjoys travel, music and entertaining. An avid cook, she enjoys inviting friends and family to share in her latest culinary adventures.
CTS Financial Group | 737 N. Michigan Avenue, Suite 2120 | Chicago, IL 60611
CTS Financial Planning, Inc. is an SEC-Registered Investment Adviser.
CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.